We Are Hiring!

We are looking for a people-focused, detail-oriented Financial Advisor Assistant to join our growing practice. This position offers variety, flexibility, and the opportunity to help shape how the role develops over time.

 Responsibilities

• Support the financial advisor with day-to-day client service and office operations.
• Assist with new account openings, transfers, and rollovers.
• Prepare and process client paperwork accurately and efficiently.
• Communicate with clients by phone, email, and in person for follow-ups and scheduling.
• Maintain organized client records and assist with compliance documentation.
• Help plan and coordinate client appreciation events and marketing initiatives.
• Manage general administrative tasks such as data entry, file management, and correspondence.

Experience, Skills, and Knowledge

• Strong communication and interpersonal skills — a genuine “people person.”
• Excellent attention to detail and ability to stay organized across multiple priorities.
• Comfort learning financial processes and terminology (training provided).
• Previous experience in financial services, banking, insurance, or office administration is preferred but not required.
• Strong general computer skills, including working with email and office software.
• High integrity, discretion, and professionalism in handling confidential information.